Fund of Funds
Rosemont Investment Group
Rosemont Investment Group invests in other funds rather than directly in companies, from United States. It states a focus on financial services.
Stated investment criteria
What Rosemont Investment Group says it buys
Read from Rosemont Investment Group’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.
| Transaction types | Recapitalisation1 |
Source
A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. Rosemont Investment Group states that it takes minority stakes rather than control. Nothing here is a commitment by Rosemont Investment Group to consider any particular business, and nothing on this page is represented as being for sale.
Regulatory record
How Rosemont Investment Group is registered
From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.
| Adviser status | Exempt reporting adviser |
| Regulatory assets under management | Not reported by an ERA |
| Private funds advised | 1 · $6m gross |
| SEC adviser number | CRD 290063 |
An exempt reporting adviser is not required to report regulatory assets under management, so the blank above means the question was not asked rather than that the answer is unknown. Where a figure exists it is the gross asset value of the private funds the firm advises, which is a different and usually larger measure.
Valuation context
Transaction values in Financial Services
What companies have actually sold for in financial services, across 726 recorded transactions.
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Comparable investors
Similar mandates
Other fund of funds investors active in financial services.